Find the required service forms to make a change to your Voya® life insurance policies. Note: These forms are in PDF format. In order to open, view or print these forms you will need to have Adobe Acrobat Reader installed on your computer. This is available with a free download from the Adobe Systems website. When printing multiple-page documents, please use the 2-sided option whenever possible.  Completed forms can be mailed, faxed or emailed to customer service for processing.  Some service requests can be completed online after logging into your account, please visit my.voya.com for more details.

Update/Start Electronic Funds Transfer (EFT)+
Name and Instructions
Number
Electronic Fund Transfer (EFT)

Use to set up automatic payment of premiums from a customer's bank account.

Policy Loan Requests+
Name and Instructions
Number
Policy Loan Request

Use to request a policy loan on an in force life policy.

Automated Repetitive Distribution Request

Complete this form to request or terminate an automated repetitive distribution from (select policies). Call Customer Service to find out if automated repetitive distributions are offered for your policy.

IUL-GDB Loan Selection Request

Use for loan transactions for IUL-GDB policies. The Loan Selection Request consists of Part I, Part II and Part III. Part I must be completed the first time you request a policy loan (including any loan carryover from a prior policy), each time you request Select Loans and for the one-time change from Select Loans to Traditional Loans.

IUL-Global Choice Loan Selection Request

Use for loan transactions for IUL-Global Choice policies. The Loan Selection Request consists of Part I, Part II and Part III. Part I must be completed the first time you request a policy loan (including any loan carryover from a prior policy), each time you request Select Loans, for the one-time change from Select Loans to Traditional Loans and each time you elect the Net Loan approach.

Voya IUL-Global Choice NY Loan Selection Request

Use to request a loan from a Voya IUL-Global Choice NY policy.

IUL-Protector Loan Selection Request

Use for loan transactions for IUL-Protector and IUL-Protector NY policies. The Loan Selection Request consists of Part I, Part II and Part III. Part I must be completed the first time you request a policy loan (including any loan carryover from a prior policy), each time you request Select Loans, for the one-time change from Select Loans to Traditional Loans and each time you elect the Net Loan approach.

IUL-Accumulator Loan Selection Request

Use this form for loan transactions with Voya Indexed Universal Life-Accumulator policies. The Loan Selection Request consists of Part I, Part II and Part III. Part I must be completed every time a loan is requested. Examples of loan requests include: all Traditional Loan requests (including any loan carryover from a prior policy), each time you request Select Loans, a one-time change from Select Loans to Traditional Loans and each time you elect the Net Loan approach.

Voya Global Products Automated Repetitive Distribution Request FAQ

Use this document to find answers to frequently asked questions about automated repetitive distributions from a Voya IUL- Global, Voya IUL-Global Plus or Voya IUL-Global Choice policy.

Partial Withdrawal Request+
Name and Instructions
Number
Partial Withdrawal - All states except Washington, Oregon, Maine & Kentucky

Use to request a partial withdrawal from a life insurance policy.

Partial Withdrawal - Washington

Use to request a partial withdrawal from a life insurance policy that was purchased in Washington.

Partial Withdrawal - Oregon

Use to request a partial withdrawal from a life insurance policy that was purchased in Oregon.

Partial Withdrawal - Maine

Use to request a partial withdrawal from a life insurance policy that was purchased in Maine.

Partial Withdrawal - Kentucky

Use to request a partial withdrawal from a life insurance policy that was purchased in Kentucky.

Beneficiary Change+
Name and Instructions
Number
Beneficiary Designation

Use to change a beneficiary designation on a life insurance policy.

Beneficiary Change to a Trust

Use when changing a beneficiary to a trust.

Transfer of Ownership+
Name and Instructions
Number
Transfer of Ownership

Allows a policy owner to transfer ownership to another entity/person. This will not be considered in good order without an IRS W-9 form completed by the new owner.

Designation of Multiple Ownership

Allows a policy owner to transfer ownership to multiple entities/persons on a policy.

W-9

Required to complete the transfer the ownership.

Name/Address Change+
Name and Instructions
Number
Name/Address Change Request

Use this form to request a name or address change for you life insurance policy.

Secondary Addressee Designation

Use this form to designate a secondary addressee (third party) to receive lapse/termination notices. If a completed designation is not received by Voya, it will be assumed you do not want to name a secondary addressee.

Reinstatement Forms (State Specific)+
Name and Instructions
Number
Reinstatement Application- (All states/territories except DE, GU, ND, SD, CA, CT, DC, FL, NY, VI)

Use to request reinstatement of a recently lapsed policy. In Puerto Rico use for term and UL policies only.

Reinstatement Application - Delaware, Guam, North Dakota, South Dakota

Use to request reinstatement of a recently lapsed policy that was purchased in Delaware, Guam, North Dakota, or South Dakota.

Reinstatement Application - California

Use to request reinstatement of a recently lapsed policy that was purchased in California.

Reinstatement Application - Connecticut

Use to request reinstatement of a recently lapsed policy that was purchased in Connecticut.

Reinstatement Application- Washington, DC

Use to request reinstatement of a recently lapsed policy that was purchased in Washington, DC.

Reinstatement Application - Florida

Use to request reinstatement of a recently lapsed policy that was purchased in Florida.

Reinstatement Application - New York

Use to request reinstatement of a recently lapsed policy that was purchased in New York.

Reinstatement Application-Puerto Rico

Use to request reinstatement of VUL policies only  that were purchased in Puerto Rico.

Reinstatement Application - U.S. Virgin Islands

Use to request reinstatement of a recently lapsed policy that was purchased in the U.S. Virgin Islands.

Fund/Index Allocation Change+
Name and Instructions
Number
Fund Allocation of Premium Payments (Security Life of Denver)

Use to select or change the sub-accounts to which premiums are allocated for VUL policies issued by Security Life of Denver Insurance Company.

Fund Allocation of Premium Payments (ReliaStar Life & ReliaStar Life of NY)

Use to select or change the sub-accounts to which premiums are allocated for VUL policies issued by ReliaStar Life Insurance Company and ReliaStar Life Insurance Company of New York.

Indexed Universal Life Election Worksheet

Use to make additional election requests or change current elections for ISAUL, IUL-CV, IUL-GDB, IUL-Global and IUL-Global Plus policies.

IUL-Accumulator Election Worksheet

Use this form to make a net premium election, single election, ongoing election or to terminate an existing election for IUL-Accumulator policies.

IUL-Global Choice Election Worksheet

Use to make a net premium election, single election, ongoing election or to terminate an existing election for IUL-Global Choice policies.

IUL-Protector Election Worksheet

Use to make a net premium election, single election, ongoing election or to terminate an existing election for IUL-Protector and IUL- Protector NY policies.

Voya Indexed Universal Life - Global Choice NY Election Worksheet

Use to make election requests or change current elections for Voya IUL-Global Choice NY policies.

Claim Forms+
Name and Instructions
Number
The Claims Center

Visit the Claim Center to start a claim or download claim forms.

n/a
Other Service Requests+
Name and Instructions
Number
Request For Policy Service

Use to request change of premiums, non forfeiture options, dividend options and non-underwritten coverage changes.

Assignment of Life Insurance Policy as Collateral

Use to assign a policy as collateral.

Release of Assignment

Allows assignee to release all rights to a policy currently assigned to them.

Release of Policy Information Authorization

Designates a third party to receive information on a life insurance policy.

Third Party Telephone Authorization and Limited Power of Attorney

Use to authorize a third party to make fund changes to a variable life insurance policy.

Telephone Authorization for Variable Life Policies

Use to authorize or decline telephone privileges to perform certain transactions for a VUL policy issued by ReliaStar Life Insurance Company, ReliaStar Life Insurance Company of New York or Security Life of Denver Insurance Company.